Elder Care & Estate Planning Attorney

Zaddy Solutions; Melville (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Job summary

Unknown Firm in New York seeks an experienced Elder Care & Estate Planning Attorney to join their team full-time in-office, focusing on estate planning, trust administration, elder law, and related tax issues. You will advise clients on wills, trusts, powers of attorney, probate, Medicaid planning, and collaborate with financial advisors to implement comprehensive estate plans.

Requirements include a JD from an accredited law school, NYS Bar admission, 3+ years in trust and estate planning, and

Qualifications

• J.D. degree from an accredited law school.
• Admission to the New York State Bar (or eligibility).
• 3+ years of experience in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.
• Excellent drafting, analytical, and communication skills.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, and advance directives.
• Counsel on wealth transfer strategies, charitable giving, and tax planning.
• Administer trusts and estates, including probate proceedings and Surrogate’s Court filings.
• Draft, review, and interpret complex estate planning documents and trust agreements.
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans.
• Handle guardianship and elder law matters (Medicaid planning and applications).
• Maintain ongoing client relationships and provide exceptional client service.

Skills

Juridical drafting

Estate planning

Trust administration

Elder law

Tax knowledge

Client relationship management

Education

Juris Doctor (J.D.)

Job description

Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. This is a full-time, in-office position offering the opportunity to work with a collaborative team and build long-term client relationships.

Key Responsibilities:

• Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
• Counsel client’s wealth transfer strategies, charitable giving, and tax planning
• Administer trusts and estates, including probate proceedings, Surrogate’s Court filings, and related litigation when necessary.
• Draft, review, & interpret complex estate planning documents and trust agreements
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans
• Handle guardianship and elder law matters (Medicaid planning and applications)
• Maintain ongoing client relationships and provide exceptional client service

Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar (or eligibility for admission)
• 3+ years of experience practicing in trust and estate planning and administration
• Strong knowledge of estate, gift, and fiduciary income tax law
• Excellent drafting, analytical, and communication skills
• Ability to manage multiple matters and deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused mindset

Compensation & Benefits:

• Competitive salary commensurate with experience (135K-150K) + bonus
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing legal education opportunities